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IFSA Board Committees 2010

IFSA Board Committees oversee the development of IFSA policy by providing strategic direction, prioritisation and input to the various working parties dealing with advocacy projects. Access to these Board Committees is restricted to Committee members.

For a copy of the IFSA Board Committee Charter, please click HERE

For a copy of the IFSA Board Committee Dates, please click HERE

Quicklinks
Economic Savings & Tax Board Committee
Financial Advisory Network Board Committee
Global Markets Board Committee 
Investment Board Committee
Life & Risk Management Board Committee
Marketing & Distribution Board Committee
Service & Efficiency Board Committee
Regulatory Affairs Board Committee


 Economic Savings & Tax Board Committee

Chair:

Brian Bissaker
Chief Executive Officer, Colonial First State                            

IFSA Contacts:

James Bond                                           Martin Codina
Senior Policy Manager                          Director of Policy
02 8235 2511                                         02 8235 2523
Email:
jbond@ifsa.com.au                  Email: mcodina@ifsa.com.au

Webpage:

Economic Savings & Tax Board Committee                                                  

This Committee has responsibility for developing IFSA's strategies and policies in relation to macro economic issues impacting on the industry, such as economic policy; savings policy; tax policy; competition; and retirement savings & incomes policy including health/social security. The committee also has responsibility for oversight of IFSA's relationship with Australian Tax Office, Australian Consumer Competition Commission, Department of Family and Community Services, and Department of the Treasury.

Priority projects currently underway include responding to Government's 'Better Superannuation' initiatives including the further development of growth pensions and ongoing taxation reform, particularly in the area of international tax.

Who's Who on the Board Committee 

Name Company
David Cox Challenger                                                                          
Raelene Ellerton AXA
Don Russell BNY Mellon
Harvey Kalman Equity Trustees
Helen Brady MLC
Paul Maddock MLC
Howard Pender Australian Ethical Investment
David Shirlow Macquarie
Andrew Robertson Ingevity
David Temby Westfield Group
Dean Thomas BT Financial Group
Michael Brown Perpetual
Paul Sainsbury AMP
David Knox Mercer
Renato Mota IOOF
Justin Wood BlackRock
Tony Lally Sunsuper
Ross Bowden ING
  

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 Service & Efficiency Board Committee

Chair:

Geoff Lloyd
General Manager Advice & Banking, BT Financial Group 

IFSA Contacts:

Vicki Mullen
Senior Policy Manager
Phone 02 8235 2531
vmullen@ifsa.com.au

Webpage:

Service & Efficiency Board Committee

This Committee has responsibility for developing IFSA's strategies and initiatives that promote and assist the industry's adoption of electronic commerce. This is primarily a support and facilitation role, and may include the development of an education programme as well as opportunities for members to share relevant knowledge and experience.

Areas where the Committee may be active include: electronic commerce including EDI; superannuation and managed funds e-commerce through the swimEC programme, setting of industry standards such as IMD forms, responding to initiatives in the banking and payments systems; back office/software, custody, straight through processing. Investment.

Who's Who on the Board Committee

Name Company
John Marino AMP Financial Services
Robert Brown Ausmaq
Daryl Crich BNP Paribas Securites
Michelle Court Challenger
Nigel McCammon Colonial First State
Craig Jameson ING Australia
Matthew Paterson ING Australia
Matthew Pancino Perpetual Limited
Stephen Higginson Zurich Australia Group Limited
Mark Pratt Australian Unity
Paul Gladigau BlackRock
Nicola Martin Colonial First State
Kieran Varcoe MLC
Anne Garlick CommInsure
Hayden King Macquarie

Bronwyn Clere

AXA
Travis Wheeler IOOF
 

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  Life & Risk Management Board Committee 

Chair:

Craig Meller
Managing Director AMP Financial Services

IFSA Contacts:

Holly Dorber
Policy Manager
Phone: 02 8235 2529
hdorber@ifsa.com.au

Webpage:

Life & Risk Management Board Committee

 This Board Committee is responsible for developing IFSA’s strategy, policies and initiatives for the growth and promotion of the life insurance industry. 

The Life and Risk Management Board Committee’s 2010 strategic objectives are to: 

  • raise awareness of underinsurance and improve access to appropriate levels of affordable life insurance cover;
  • maintain existing underwriting philosophies;
  • support insurers’ ability to price products and measure performance, through the production of mortality and morbidity investigations.

Who's Who on the Board Committee
  

Name

Company

Roger Garrett MunichRe                                                                           
Brett Clark TOWER Australia
Phil Hay BT Financial Group
Clive Levinthal CommInsure
John Crosswell Suncorp/ Asteron
Pauline Blight-Johnston RGA Reinsurance Company
Michael Molesworth GenRe
Neil Sprackling SwissRe
Colin Morgan Zurich
Dr Elio Garino AXA
Ken Lockery AMP
Jason Cleveley St George
Phil Collins IUS
Peter Erlandsen MetLife
Justin Delaney Macquarie
Pieter Lindhout GE Money
Stephanie Ings Mercer
Meredith Barnes Allianz
Gavin Pearce ING
Louis Coetzee AIA

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Marketing and Distribution Board Committee

Chair:

Harry Stout
Chief Executive Officer, ING Australia                                     

IFSA Contacts:

Andrew Bragg
Policy Manager
Phone 02 8235 2513
abragg@ifsa.com.au

Webpage:

Marketing and Distribution Board Committee

This Committee has responsibility for developing IFSA's strategies and policies in relation to both wholesale and retail marketing and distribution.

Issues covered by this Committee include the promotion of the industry to investors and the broad community, the development of special research studies into investor behaviour, statistical data collection, the development and promotion of relevant IFSA Standards and Guidance Notes, specific issues of interest to consumers, such as fees and charges, privacy and advertising.

Who's Who on the Board Committee 

Name   

Company

David Anderson 

Mercer Human Resource Consulting Pty Ltd

James Cooper

Standard Life

Adam Coughlan

Australian Unity

David Clark Asteron Welath Solutions

Linda Elkins

Russell Investment Company

Adrian Emery

AXA Australia

Bryan Gray

JP Morgan Investor Services

Steve Sheppard

ING Australia

Marianne Perkovic

Colonial First State

Jo Morgan

Tyndall

Neil Rogan

AMP Financial Services

John Shuttleworth BT Financial Group

Amanda Tibett

FIL

Samantha Clarke Macquarie Bank

Teifi Whatley

SunSuper

Maria Wilton

Franklin Templeton

 

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 Regulatory Affairs Board Committee

Co-Chairs:

Michael Bargholz, Chief Executive Officer, Alliance Bernstein Australia

Warren Lee, Chief Executive Officer, AXA Australia

IFSA Contacts:

John Yeo
Policy Manager
Phone: 02 8235 2522
jyeo@ifsa.com.au

Webpage:                   

Regulatory Affairs Board Committee

The Regulatory Affairs Board Committee has a responsibility for developing IFSA's strategies and policies on regulatory issues impacting on the Financial Services Industry and oversees the operation and development of legislative regulatory policy in the Corporations Act, Life Insurance Act, Superannuation Industry (Supervision) Act and the AML Act.

The Regulatory Affairs Board Committee also has responsibility for oversight of IFSA's relationships with Treasury (Cth) and each of the financial services regulators APRA, ASIC and AUSTRAC

Who's Who on the Board Committee  

Name

Company

David Ephraums AMP Financial Services
Peter Winney Colonial First State
Bohdan Abrat Goldman Sachs JBWere
Dean Smedley Maple-Brown Abbott Limited
Dallas McInerney MLC Financial Services
Alyson Clarke BT Financial Group
Joanne Watkins Suncorp Wealth Management
Kathryn Watt Vanguard Investments
Jane Frawley AXA Australia
Karen Den-Toll ING Australia Limited
Ivan Holyman Perpetual Investment Management Limited
Bill Stanfield Macquarie Bank
Ellen Liondis Mercer
Peter Noble Tower Australia Limited
Stephen Judge Challenger Managed Investments Limited
Elizabeth Flynn Aviva Australia Limited
Penny Brown FIL Investment Management (Australia) Limited
Andrew Butler Metlife Insurance Limited

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 Investment Board Committee

Chair:

Greg Cooper
Chief Executive Officer, Schroder Investment Managment Australia Limited

IFSA Contacts:

Martin Codina
Director of Policy
Phone: 02 8235 2523
mcodina@ifsa.com.au

Webpage:

Investment Board Committee

This Committee has  responsibility for developing IFSA’s strategies and policies in relation to investment management and capital markets.  The committee has oversight of IFSA’s relationship with the Australian Stock Exchange, the Sydney Futures Exchange, the Australian Institute of Company Directors, the accounting bodies, the Takeovers Panel, the Financial Reporting Council, and the Australian Securities and Investment Commission (ASIC) in relation to markets matters.

 Who's Who on the Board Committee

Name

Company

Andrew Stannard AllianceBernstein                                                               
Mark O'Brien AMP Capital Investors
David Bryant Australian Unity
Andrew McLachlan Australian Wealth Management Limited
Mark Dutton AXA Australia
Mike McCorry BlackRock
Phil Stockwell BT Financial Group
David Dixon Colonial First State
Katie Whiffen FIL Investment Management (Australia)
Richard Grundy Maple-Brown Abbott
Dean Stewart Macquarie
Anthony Lane Mercer Investment Consulting
Nick Basile NabInvest
Richard Brandweiner Perpetual Limited
Justin Cowper Tyndall Investment Management Ltd
Paul Bolinowsky UBS Global Asset Management
Brett Jollie Aberdeen Asset Management

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 Financial Advisory Network Board Committee 

Chair:

Peter Maher
Group Head Banking & Financial Services Group, Macquarie Bank Limited

IFSA Contacts:

Vicki Mullen                     Martin Codina
Senior Policy Manager        Director of Policy
Phone: 02 8235 2531          02 8235 2523
vmullen@ifsa.com.au     mcodina@ifsa.com.au

Webpage:

Financial Advisory Network Board Committee

This Committee has responsibility for the development of IFSA’s strategies and policies in relation to advice and, in particular, Financial Advisory Networks, promoting the financial adequacy of all Australians through access to good financial advice; demonstrating the value of advice; promoting integrity through industry standards; and promoting the importance and value of FANs in delivering good advice.

In pursuing these objectives, the Board Committee is committed to ensuring quality outcomes for the industry and consumers, and having regard to the economic impact on FANs.
 
This committee also has responsibility for oversight of IFSA’s relationship with government, government departments and regulators on the regulation of Financial Advisory Networks, as well as primary responsibility for liaison with the Financial Planning Association (FPA), in order to advance the quality of advice within the Australian community.
 
 

Who's Who on the Board Committee 

 

Name

Company

Steve Helmich AMP                                                                                   
Ross Johnston Australian Unity
Kevin Stone AXA
Bill Danaher QInvest
Paul Barrett CFS
Ross Barnwell ING
Greg Miller MLC

Grahame Evans

PIS
Neil Younger BT Financial Group
David Carter Suncorp
John Nesbitt Perpetual
Martin Crabb Macquarie
Phil Butterworth DKN Financial Group

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 Global Markets Board Committee

 

Chair:

Peter Promnitz
Chief Executive, Mercer

IFSA Contacts:

Martin Codina
Director of  Policy
Phone: 02 8235 2523
mcodina@ifsa.com.au 

This Committee is responsible for developing IFSA’s strategies and policies to support the growth of Australia’s domestic funds management market and services capability off shore. The Committee will concentrate on the positioning of funds management and financial services in unilateral, bilateral and multilateral trade and taxation negotiations; and promoting the competency, capability and integrity of Australian fund managers and financial service providers internationally.

The Committee also has responsibility for oversight of IFSA’s relationship with Treasury, DFAT (including Austrade), ATO, Board of Tax, ASIC, APRA, ASX and policy makers and parliamentary committees in relation to export market opportunities.  

Who's Who on the Board Committee 

 

Name

Company                                                                          

Michael Clarke AMP Capital Investors                            
Craig Bingham Aviva Investors             
David Travers RBC Dexia Investor Services
Doug Walls BlackRock
Stephen Alcorn BNY Mellon
Emilio Gonzalez BT Investment Management
Philip Gardner Goldman Sachs JBwere
Carolyn Russell IPAC Asset Management
Michael Pennisi Queensland Investment Corporation
Craig Swanger Macquarie Bank Limited
John O'Farrell MLC
Philip Vernon Perpetual Investment Management
Grant Forster Principal Global Investors
Geoff Peck Russell
Andrew Cannane Trust Company Limited
Rodney Greenhalgh Challenger
Philip Barlin Colonial First State
Joanna Davidson CFSGAM
Brett Himbury Tyndall Investment Management 
Pierre Jond BNP Paribas
Jeremy Duffield Vanguard Investments Australia Limited

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